Managing Appointments and Client Information with Shortcuts and Online CICs

Key Features

1. Cross-Platform Access:

• Manage appointments and client data from any device—smartphone, tablet, or computer.

• Secure login via PIN for additional protection.

2. Seamless Appointment Management:

• View appointments for the next 7 days.

• Switch between different sites if multiple locations are managed.

3. Flexible Scheduling Options:

• Create, reschedule, move, and cancel appointments.

• Mark appointments as "Arrived" for real-time updates.

• Add new clients or edit existing client details directly.

4. Client Information Management:

• Access detailed client history, including past services, products, and notes.

• Add new notes and forms for enhanced record-keeping.

Getting Started

Accessing Anywhere from Different Devices:

1. Tablet/Computer:

   • Log into the Smart System Console.

   • Click the "Anywhere" tile.

   • Enter your PIN if required.

2. Smartphone:

   • Visit console.shortcutssoftware.com.

   • Log in using your username and password.

Navigation Tips:

• Use the menu to switch between appointments, client details, and calendars.

• View daily, weekly, or monthly schedules for easy planning.

• Toggle between employee schedules based on your access level.

Managing Appointments

Creating an Appointment:

1. Select a time slot on the desired day.

2. Search for an existing client or add a new client.

3. Choose the service category and service.

4. Assign the appointment to an employee.

5. Confirm the appointment.

Editing Appointments:

• Move: Select the appointment and relocate it to another time slot.

• Reschedule: Change the date and time, then confirm the new booking.

• Cancel: Select and confirm the cancellation to remove it from the calendar.

Marking Arrival:

• Select the appointment and press "Arrive" to indicate the client has checked in.

Accessing Client Information

Client History:

• View past services, purchases, and forms.

• Add notes directly to the client profile for ongoing updates.

Editing Client Details:

• Update contact information and preferences.

Security and Permissions

• Access to features depends on the assigned security level.

• Users may need to enter a PIN for certain actions to ensure data security.

Best Practices

• Regularly update client records to maintain accurate data.

• Double-check appointment times and services before confirming.

• Use the "Notes" feature for detailed records of client preferences and needs.

• Enable PIN protection for added security.